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  • Intercom logoIntercom logo

Salpo CRM + Intercom Integrations

How to connect Salpo CRM + Intercom

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  • Salpo CRM triggers, actions, and search
    New Communication
    Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Module
    Triggers when a new custom module is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Contact
    Triggers when a new Contact is created (Individual or Organisation).
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Triggers when a new Opportunity is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Organisation
    Creates a new Organisation
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Individual
    Creates a new Individual
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Creates a new, In-progress Opportunity
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Scheduled Communication
    Schedules a Communication
    Action
    Write
  • Salpo CRM

    Add a file to a Contact record

    Scheduled

    Action

  • Salpo CRM

    Add a file to a Custom Module record

    Scheduled

    Action

  • Salpo CRM

    Link files to an Opportunity using the file URL.

    Scheduled

    Action

  • Salpo CRM

    Finds Contacts by Custom Field value

    Scheduled

    Action

  • Salpo CRM

    Retrieves all Opportunity details including products

    Scheduled

    Action

  • Salpo CRM

    Creates a standard Communication to record previous notes

    Scheduled

    Action

  • Salpo CRM

    Creates a Custom Connection between two Modules

    Scheduled

    Action

  • Salpo CRM

    Creates a new record of a custom Module

    Scheduled

    Action

  • Salpo CRM

    Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)

    Scheduled

    Action

  • Salpo CRM

    Update Individuals or Organisations

    Scheduled

    Action

  • Salpo CRM

    Search for a Contact and update a custom connection between Contacts or Modules

    Scheduled

    Action

  • Salpo CRM

    Update custom Modules

    Scheduled

    Action

  • Salpo CRM

    Update an Opportunity

    Scheduled

    Action

  • Salpo CRM

    Finds a Contact by ID and returns all Contact information

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Find and retrieve a custom module record by ID. Returns standard and custom data.

    Scheduled

    Action

  • Salpo CRM

    Find a file linked to a Module. Search files using the file label or name

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Intercom

    Triggers when a Lead enters an email address.

    Instant

    Trigger

  • Intercom

    Triggers when a lead converts to a user.

    Instant

    Trigger

  • Intercom

    Triggers when a new Lead is created.

    Instant

    Trigger

  • Intercom

    Triggers when a lead is tagged.

    Instant

    Trigger

  • Intercom

    Triggers when a new tag is added to a conversation in Intercom.

    Instant

    Trigger

  • Intercom

    Triggers when a new conversation is created by a user in Intercom.

    Instant

    Trigger

  • Intercom

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    Instant

    Trigger

  • Intercom

    Triggers when a new Company is created.

    Instant

    Trigger

  • Intercom

    Triggers when a new user is created.

    Instant

    Trigger

  • Intercom

    Triggers when a user is tagged.

    Instant

    Trigger

  • Intercom

    Triggers when a user unsubscribes from Intercom.io emails.

    Instant

    Trigger

  • Intercom

    Add a note to a user.

    Scheduled

    Action

  • Intercom

    Tags a user with an event that occurred.

    Scheduled

    Action

  • Intercom

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag from a specific company.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag on a specific lead.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag on a specific user.

    Scheduled

    Action

  • Intercom

    Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.

    Scheduled

    Action

  • Intercom

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    Scheduled

    Action

  • Intercom

    Update a user within Intercom given their e-mail address.

    Scheduled

    Action

  • Intercom

    Creates a new user in your Intercom app.

    Scheduled

    Action

  • Intercom

    Finds an existing company.

    Scheduled

    Action

  • Intercom

    Finds an existing Lead.

    Scheduled

    Action

  • Intercom

    Finds an existing user.

    Scheduled

    Action

  • Intercom

    Find or Create Company

    Scheduled

    Action

  • Intercom

    Find or Create Company

    Scheduled

    Action

  • Intercom

    Find or Create Lead

    Scheduled

    Action

How Salpo CRM + Intercom Integrations Work

  1. Step 1: Authenticate Salpo CRM and Intercom.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salpo-crm logo
salpo-crm logo

About Salpo CRM

This is an easy to use tool, used to manage CRM
intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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